After a year in which equities see-sawed, the new year could see themes emerge from factors such as consumption revival, capex strengthening, interest rate cuts and government support to industry
the focus is expected to persist on up-and-coming themes, including but not limited to electronics manufacturing, renewable energy, and artificial intelligence
The year 2024 was a year of highs and lows for Indian stock markets. Against a turbulent backdrop made up of various events such as domestic and global elections, central banks’ balancing acts to manage inflation and growth and persistent geopolitical conflicts, the Indian economy had emerged as the fastest growing major economy and the Nifty 50 index hit an all-time-high towards the end of September.
But soon after, rising US yields and stimulus surprises from China pulled
<!–
–>